Benjamin Bretz is a registered investment advisor at Twin Rivers Advisors, LLC, based in Blackstone, VA, with 17 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 19 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The advisory fee is negotiable, depending on individual client circumstances. Financial planning consulting is included at no additional cost.
Fee Estimator
Location
101 E Broad Street, Blackstone, VA, 23824
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Benjamin is a landlord and owner of two rental houses in Richmond, VA. He spends minimal time on this activity.
Employment History
Current Registrations
Twin Rivers Advisors, LLC
Previous Registrations
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.